April 4, 2019

Visit us at the 2019 Employee Ownership Conference from April 8th-11th

Attending the 2019 Employee Ownership Conference? If so, there are 3 easy ways to connect:

#1: On Tuesday April 9th, hear Chuck Bachman speak about The 2018 Main Street Employee Ownership Act and its Impact on SBA Lending. Chuck is our Senior Corporate Counsel. As a CPA and attorney, he specializes in the design and installation of ESOPs. He has over 20 years of experience and has been involved in hundreds of ESOP transactions. Chuck is a member of the California Bar Association, AICPA, ESOP Association advisory committee, the NCEO, and the steering committee of the California/ Western States Chapter of the ESOP Association.

#2: Stop by Booth #22 to say hi and talk ESOPs with us. Learn how you can leverage our complete, full cycle ESOP expertise to your benefit while saving cost.

#3: Contact Us to schedule an in-person meeting with one of our advisors at the conference.

We look forward to seeing you there!

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Upcoming Web Seminar:

Maximize Success with ESOPs in 2025: A Free Webinar for Business Owners, Management, and Employees

As we move into 2025, businesses are navigating a dynamic economic landscape marked by evolving tax policies, rising employee expectations, and the need for sustainable growth strategies. Whether your goal is reducing corporate taxes, creating liquidity for retiring shareholders, or retaining top talent with competitive benefits, Employee Stock Ownership Plans (ESOPs) offer a proven pathway to success.

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Why 2025 is the Year to Explore ESOPs

With increasing focus on equitable business practices, tax-efficient growth, and employee empowerment, ESOPs have never been more relevant. Research shows that ESOP-owned companies consistently outperform their peers in growth, profitability, and employee satisfaction—key factors in staying competitive in today’s economy.

This webinar is ideal for business owners, CFOs, HR leaders, and advisors seeking actionable strategies to adapt and succeed in 2025’s evolving marketplace.This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.